+37,658.8%
VLO vs VTRS
+552.8%
+37,106.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | +6.2% | -3.5% | +9.7% | +7.1% |
| 30D | +23.5% | +2.1% | +21.4% | +22.8% |
| 3M | +53.9% | +2.6% | +51.2% | +52.4% |
| 6M | +81.7% | +17.8% | +63.9% | +73.1% |
| YTD | +142.5% | +35.7% | +106.8% | +122.8% |
| 1Y | +145.4% | +63.5% | +81.9% | +115.0% |
| 3Y | +197.3% | +85.1% | +112.2% | +148.3% |
| 5Y | +614.6% | +42.5% | +572.1% | +521.8% |
| 10Y | +938.9% | -48.2% | +987.1% | +970.3% |
| All | +37,658.8% | +552.8% | +37,106.1% | +25,062.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling